This module is used for creating sales invoices.
Here you are able to add new customers and new items.
On this page, you are able to import the sales invoices. we are providing the sample excel file which you can download, add the details and import the data.
On this page…
How to import sales invoices:
- Go to the Sales module from the left sidebar and then select the Sales Invoice.
- Now on this page, click on the Import sales button from the top right corner.
- Now the import sales popup will be shown from which you need to click on the Download sample file.
- Now open the downloaded excel file, add the details, save it and upload the file in that popup itself.
Create sales invoices:
Go to the Sales invoice module in the left sidebar.
Click on the Create invoice button or press Alt+N key.
|Customer||Here select customer for creating sales invoices. here also you are able to add new customers.||Mandatory field|
|GST IN||As you select the customer, the GST number will automatically come here from the ledger.||This field is disabled.|
|Mobile no.||Here write your customer’s mobile number.|
|Here write your customer’s email.|
|Billing address||If you have written the address in the customer ledger then as you select customer, the Billing address will automatically come here.||Mandatory field|
|Shipping address||Here write the shipping address. If the shipping address is the same as the billing address then click on the “same as billing address” checkbox.||Mandatory field|
|Billing Pincode||As you select the customer, the Billing Pincode number will automatically come here from the ledger.||Mandatory field|
|Billing State||As you select the customer, the Billing state will automatically come here from the ledger.||Mandatory field|
|Shipping Pincode||Here write the shipping address Pincode.||Mandatory field|
|Shipping State||As you write the shipping Pincode, the shipping state will automatically come here.||Mandatory field|
|Prefix||Here write the sales invoice Prefix.|
|Invoice sr.||Here invoice sr auto-generate, also you are able to write invoice sr.|
|Invoice no.||Invoice no auto-generate. invoice no is a combination of invoice sr & prefix.|
|Invoice date||The invoice date is auto-generate, also you are able to change the invoice date.|
|Terms (Days)||Here set the due days for this invoice.|
|Due date||As you write Terms days, The due date will automatically be set.|
|Book||Here select the sales book for sales record.|
|E-way bill no.||Here write the E-way bill number.|
|PRODUCT/SERVICE||Here select an item, here also you are able to add an item.||Mandatory field|
|HSN/SAC||If you have written the HSN/SAC code in the item master then as you select an item, the HSN/SAC code will automatically come here.|
|BATCH NO.||Here write the batch number.|
|MRP||Here write the item MRP.|
|QTY||Here write the item quantity.||Mandatory field|
|RATE (₹)||Here write the item rate.||Mandatory field|
|DISCOUNT(%/₹)||Here write discount. here you are able to apply discounts in two types, first percentage-wise and second amount-wise.|
|DISCOUNT AMOUNT||As you write discount, The discount amount will automatically come here.|
|CESS(%)||Here write CESS(%).|
|GST RATE(%)||As you select the item, GST Rate automatically comes here from the item master.|
|AMOUNT (₹)||As you write item name, item quantity, item rate, and discount then the amount will show here.|
|Special notes||Here write a special note for this invoice.|
|TCS section||Here select the TCS Section rule.|
|TCS (%)||As you select the TCS Section rule, TCS (%) will come here.|
|Auto round off checkbox||This checkbox is used for invoice total amount set in the round of amount.|
|Save&next button||This button is used to save the sales invoice and page redirect on the same page.|
|Save button||This button is used to save the sales invoice and page redirect on the Sales invoice listing page.|
|Alt+S||Save- This shortcut is used to save the sales invoice.|
|Alt+P||Save & Print- This shortcut is used to print sales invoices.|
|Alt+D||Discard- This shortcut is used to discard the sales invoice.|
|Alt+N||New- This shortcut is used to save the sales invoice and redirect the same page.|
|Alt+R||Remove- This shortcut is used to remove a row.|
|Alt+C||Cancel- This shortcut is used to cancel the sales entry.( work as Back button)|
|Row per page||This drop-down list is used to view sales invoice entries per page|
|Batch actions||This drop-down list is used to download an excel sheet of the sales invoices.|
|Status||Status name: All, Received, Outstanding, Partially received, Overdue, Cancelled|
|Date||The date picker is used to filter sales invoice date-wise records.|
|Search||The search function is used to find any sales invoices.|
|Show/Hide columns||This button is used to show the hidden column. here two-column is available, Due date & Status|
|Actions||Here multiple types of actions are available, Create Receipt, Edit, View, Cancel, Print|
|Create Receipt||This action is used to create a receipt for the sales invoices.|
|Edit||This action is used to edit sales invoices.|
|View||This action is used to view sales invoices.|
|Cancel||This action is used to cancel sales invoices.|
|This action is used to print sales invoices.|